Released Update History - Migration Manager

8.8.5.2

  • Accounts
    • Xero Export - modified the behaviour of the export button to stop double clicking during export to prevent duplication of export.
  • Reports
    • Added additional Invoice fields to User Defined Reports
    • Added the ability to filter the Aged Debtors report by user
    • Added the ability to group the Aged Debtors report by Manager or by Responsible Person in the print view
    • Fixed an issue in the Disbursements Including Receipted Amounts Report where the Matter ID column was empty if the report was run by receipted  date.
    • Fixed a bug that stopped the Client Ledger Report from showing in certain circumstances.
  • Other
    • Improvements made to memory handling
    • Fixed an issue with different font styles being used on systems with foreign language packs

8.8.5.1

  • Accounts
    • Bank Reconciliation - Fixed a bug causing statement end date column to populate incorrectly
  • Client Details
    • Schedules - Added "Regional Provisional Visas" to the subclass 191 stream list
  • Reports
    • Client/Trust Trial Balance Report - added a new "Sort By" dropdown to report filters
    • Client/Trust Trial Balance Report - fixed an issue where the export to excel added a lot of extra columns
    • Controlled Money Movement Report - fixed an issue where report was showing details for first client/bank account instead of the controlled money accounts
    • Controlled Money Accounts Statements - fixed an issue where report was showing details for first client/bank account instead of the controlled money accounts
    • Dormant Client/Trust Balance Report - Added a new report showing dormant/stale client/trust balances

8.8.4.9

  • Accounts
    • Accounts - Fixed an error caused by trailing white space after the Client ID
    • Bank Reconciliation - Fixed bug which caused an error with Bank Reconciliation arising from transactions that occured before the first reconciliation being recorded after the first reconciliation
    • Bank Reconciliation - Fixed a bug with the Find Match search
    • Bank Reconciliation - Fixed the Find Match window so that if a transaction has been partly  adjusted but the remaining amount is not yet adjusted or reconciled, it  shows the transaction with the remaining amount in the Find Match  window.
    • Bank Reconciliation - Fixed an issue where if there were 2 trust bank accounts and the first has completed  reconciliations that include manual adjustments, when the first bank rec  was created on the 2nd account it showed the manual adjustments as a  variance. This only happened when the bank rec was first created. If the  bank rec was closed then re-opened, it fixed itself. This issue was  fixed.  
    • Export to Xero - Added additional capacity to the Xero API
    • Export to Xero - Fixed an issue where if a disbursement was created with a Pay To value  that included an empty line between 2 lines of text, the disbursement  was exported to Xero, the disbursement was reversed and the reversal was  exported to Xero, an error occurred in the export of the reversal
    • Matter Type Fees - Fixed a bug preventing the ‘TotalAgentFeeExGST’ merge field from working 
    • Receipts - Fixed a bug in Surcharges when receipt is applied to multiple invoices. 
  • Batch VEVO
    • Modified the behaviour such that when Batch VEVO has finished running, recorded visas have "Track in Snapshot" ticked.
  • Client Detail
    • Fixed an issue where in certain circumstances the primary applicant could show twice on the front cover page
    • Occupation list updated to reflect changes in ANZSCO
    • Updated country names
  • eLodge / Forms
    • Fixed an issue causing an error for a user when trying to create an EOI
    • Modified the Forms downloader to fix a problem with downloading from legendcom. The download of forms is now done via the dept's public forms.
    • Subclass 191 added to elodge
    • Other bug fixes and updates for elodge are released in weekly silent patches
  • Email Capture
    • Implemented significant speed improvements for auto capture on systems running Windows 11
  • File Notes
    • Modified the behaviour such that when user has the Filenote editing window open and elects to use “Send to…” or “Email to…”, and there is an unsaved Filenote comment, MM now attempts to save the comment before completing the “Send to…” or “Email to…” operation.
  • Letter Merge
    • Add a merge field for Privacy Policy link
    • Fixed an issue where block fees were not merging for custom Matter Types in certain circumstances
  • Portal and Progress Items
    • Added document move function to the Progress Item document sub tab
  • Preferences
    • Fixed an error that occured in certain circumstances when trying to modify WCIQ template emails
    • Fixed a bug affecting the File Note edit permission
  • Reports
    • Aged Debtors Report - Fixed the Client Funds total on the Aged Debtors report so that it doesn't include the balance for clients with multiple invoices multiple times
    • Client Trust Statement - Fixed an error that occured in certain circumstances when selecting a specific client in the filter
    • Disbursement Reports - added Matter ID column and fixed other layout issues
    • Potential Client to Office Transfers - Fixed an issue with the report relating to how it handled invoices for clients with a negative office account balance (ie clients with a credit that was enough to cover the  outstanding invoice amount).
    • Pre Billing Report - Fixed an issue with certain dates in the pre-billing report showing out of order
  • Other
    • Refined script updates to improve update stability
    • Other minor bug fixes and improvements.

8.8.4.8

  • Accounts
    • Accounts - Changed the rounding method used in accounts from bankers rounding to rounding away from zero.
    • Account Preferences - fixed an issue that was causing an error when opening the Auto Numbering preferences.
    • Accounts Search - Fixed bug in Accounts Search that caused an error when selecting "Work Done On".
    • Deposit Requests - Fixed an issue with Deposit Requests that was causing a time out error in certain circumstances.
    • End of Month Reports - Modified the behaviour of the EOM on first run to reduce the number of reports needed to be generated.
    • Receipts - Fixed an error received in certain circumstances when generating a Receipt from a Deposit Request.
    • Reconciliation - Modified the behaviour such that when the user creates the first reconciliation and gets to the form that asks for the start and end date and opening and closing balance, it checks if there are any opening balance receipts with a transaction date that's later than the end date of the reconciliation. If there are, it doesn't let them proceed.
  • Client Detail
    • Health grids - Added 2 questions to Health Questions grid, "Do you intend to work, study or train within aged care or disability care while in Australia?" and "Do you intend to work as, or study or train to be, a health care worker or work within a health care facility while in Australia?".
    • Schedules - Updated the subclass 403 stream list.
  • Documents and Templates
    • Letter Merge - fix an issue where (non Accounts) merge fields were still showing GST values when Don’t Apply Tax to Fees and Costs was ticked.
  • Emails
    • Email Capture - Modified the indexing system of email capture to improve performance.
  • Portal
    • Portal - Rephrase the portal email change question to be clearer.
  • Other
    • Batch Import - Updated MM to ignore exception when deleting a temp file during Batch Import.
    • Other minor bug fixes and improvements.

8.8.4.7

  • Client Detail
    • Character - modified the wording of two Character questions to now read "Have you ever had a visa or entry permit for any country refused?" and "Have you ever been refused, renounced or rescinded citizenship of any country?".
  • Documents
    • Custom Merge Field - Added the 'User Primary Registration Number Type / Acronym' and 'Responsible Primary Registration Number Type / Acronym' fields to the Custom Merge Field editor (e.g. Signature)
    • Letter Merge - Added 12 new merge fields (6 expressed as numbers, and 6 expressed as words) for Number of Included Applicants, Number of Included Applicants over 18, Number of Included Applicants under 18, Number of Included Applicants over the age of 16, Number of Included Applicants under the age of 16, and Number of Included Applicants between 16-18
    • Letter Merge - Added a merge field for Contact DOB
    • Letter Merge - Updated the UserPrimaryRegistrationType and UserPrimaryRegistrationNumber merge fields to supply the User values (was using the Responsible values)
  • Forms
    • Forms - Added Form 842
  • Snapshot / Task Inbox
    • Snapshot - Fixed Snapshot counting Document records for specific user when "Team" was selected. Also fixed Inbox only showing records regardless of status, whereas entries of status "Complete" should not have been shown
    • Snapshot - The count for expired File Notes has been fixed to exclude FileNotes with status "Completed" in both the Snapshot and Document Inbox
  • Schedules
    • Users - Added new text field 'Registration Number Type / Acronym' to user registration details form
  • Other
    • Archiving - Altered the archive query to run faster.  Also increased query timeout from 30 seconds to 2 minutes.
    • Batch VEVO - Fixed an issue when trying to run very large batch VEVOs
    • Other minor bug fixes and improvements

8.8.4.6

  • Accounts
    • Changed surcharges on the office receipt, client receipt and deposit request so that they're calculated using rounding away from zero instead of banker's rounding. For banker's rounding, midpoint values are rounded to the nearest even number. For midpoint rounding, midpoint values are rounded to the next number away from zero. eg if you have a surcharge of 1.01% on an amount of $850, the surcharge is $8.585. With midpoint rounding it gets rounded to the next number away from zero which is $8.59. With bankers rounding it gets rounded to the nearest even number which is 8.58.
  • Documents
    • Custom Merge Fields - Added an option for Responsible Primary Registration Type to the Edit Custom Merge fields options
    • Custom Merge fields - added options for Overseas Police Check charge, Health Examination charge, Health insurance,     Translation fee (per page) and English Language Test Charge
    • Letter Merge - Fixed an issue with the «ClientRMA» and «ResponsibleRefNo» merge fields not working on Sponsor templates.
  • Portal
    • Portal - Fixed issue where questionnaires are deleted when a matter is closed - but the deleted by user and deleted date was not set.
  • Schedules
    • Contacts - Fixed an issue where an error with the DOB of a Contact would cause the email address of the contact to be null.
  • Other
    • Deleting a Matter - Fixed an issue where deleting a matter on a large database was causing a timeout error.
    • Other minor bug fixes and improvements

8.8.4.4

  • Accounts
    • Bank Rec - Fixed the error that occurs when you try to create a new client to office transfer from the bank reconciliation
    • Bank Rec - Added an extra tab to the "Why Doesn't my Bank Rec Balance" form to provide further information if the first bank rec and the cashbook balance by transaction date in MM doesn't equal the bank statement opening balance.
  • Documents
    • Letter Merge - New merge field added for Contact Date of Birth
    • Letter Merge - New merge fields added for Secondary Applicant's pronouns, residential address, email, passport and mobile phone
    • Letter Merge - New merge fields added for staff member's primary registration type and primary registration number
  • File Notes
    • Quickparts - Fixed an issue where it was not possible to expand the title column of the Quickparts window
  • Portal and Progress Items
    • Portal Messages - Added the ability to 'bump' a message which has been sent as a means of prompting the recipient to reply. On a sent portal message you will see a 'Bump' button, that when clicked, will open up a new message window that will allow you to send a new comment on the original sent message.
    • Portal Messages - Fixed an issue to show messages sent by client in Portal History
    • Portal - Modified the date and time format for Portal Messages to more clearly show UTC details
    • Portal - Display the portal username in the Portal Details window
    • Portal - Fixed an issue where there the message sent details was not displaying in the Portal History logs report.
    • Portal - Fixed an issue where it was possible to activate the Portal in certain circumstances without an email address.
    • Portal Messages - Added additional XSS protections to Portal Message.
    • Progress Items - Modified the behaviour of the comment window to prevent the accidental insertion of bookmark tags.
    • Progress Items - Added ability to set Completion Date for selected Progress Items, via right-click menu or "More" menu.  Can set to Today's date, Yesterday's date or Custom Date.  When setting Custom Date, Initials of person completing the Progress Item can also be set.  When Completion Date set, status is automatically set to "Complete" and a comment about completion added to the Progress Item(s).
  • Portal (Web)
    • Portal - Fixed an issue with the Due Date not always showing on small screens
    • Portal - Improved handling of Document Uploads to record and store hash values (SHA-256)
    • Portal - Fixed an issue where additional documents uploaded on a message were not always showing in the Documents Required section of the Portal
    • Portal - Fixed an error when a user resets a portal password
    • Portal Messages - Removal of number shown on attachment icon under received or sent messages
    • WCIQ - Citizenship Tab - Fixed an issue where it asked for current Citizenship details when a person is deceased
    • WCIQ - Education Tab - Modified the qualification types and course statuses for Honours Degree, Masters Degree or Doctoral Degree
    • WCIQ - Identity Tab - Modified the identity document question to break apart the question about signature and photo
    • WCIQ - Partner Visa - Reworded the question related to Family Sponsor in compliance to AFP requirement
  • Schedules
    • Contacts - Field added for Contact Date of Birth
    • Matter Types: Added Hong Kong stream to 189 visa
    • Matter Types: Added stream "Hong Kong" to visa "191 - Permanent Residence (Skilled Regional)".
    • Visa Types: "858 - Distinguished Talent" visa has been retired from MM and new visa "858 - Global Talent" has been added.
  • Other
    • Backups - Fixed an issue that was causing a time out error when attempting to download a large backup.
    • Other minor bug fixes and improvements

8.8.4.2

  • Accounts
    • Client Account - Fixed an error received when trying to reverse a client journal
    • Bank Reconciliation - Fixed an error that occurred when trying to perform a very large bank reconciliation.
    • Bank Reconciliation - Fixed an issue with the csv import where when the first handful of rows all had integer amounts, any subsequent rows that had decimal amounts were imported as integers - ie the cents weren't imported.
    • Invoices - Fixed an error received when adjusting an invoice when the description was longer than 500 characters
    • Invoices - Fixed an issue where in a very specific situation the Amount Includes Tax checkbox for new invoices was not ticking.
    • Receipts - Change client receipt reversals so that if you don't have any bank recs for a particular bank account and you try to reverse an opening balance receipt for that bank account, it allows you to do the reversal instead of giving you a message saying that it can't because there are existing bank recs.
  • Client Detail
    • Education Tab - Added additional status items for Honours Degree, Masters Degree or Doctoral Degree qualification types
    • Nominations - RSMS is returned as an option under the Nomination right click options.
  • Emails
    • Email Capture - Auto Email Capture Settings now have "Early Binding" and "Capture Daily at" options to improve performance and reduce system impact of email captures.
    • Portal Activation Email - Fixed an issue where the welcome email subject was displaying as a 0 in certain circumstances.
    • SMS - Fixed an issue where leading zeroes were only being removed from mobile number when there was a mobile country code recorded in MM. Fixed so leading zeroes will be removed regardless of whether a mobile country code is recorded.
  • Forms and eLodge
    • Batch VEVO - fixed an error received when trying to perform a batch VEVO for a large number of visa holders where one of the entries had a NULL value.
    • Batch VEVO - Fixed display of passport number in Batch VEVO results.
    • Forms - Fixed an issue with Form 1417 to handle in address lived, check (and handle) null value in Date From field.
    • VEVO - Fix an issue where the the primary applicant was not appearing in the list of people to be selected in certain circumstances.
  • Portal and Progress Items
    • Inbox - Fixed an issue with rejecting documents from the Portal where the rejection message text would exceed the allowable character limit.
    • Messages - modified the display of the date and time to more clearly show UTC using the ISO directed format.
    • Portal - Added additional send retries in the event of a connection issue between MM and the Portal Server.
    • Portal - Fixed an issue where when a user is already set to use the internal email address and the internal email address was changed, the change wasn't being displayed in the portal.
    • Preference - Changed default portal email templates to use Responsible fields instead of Agent fields
    • Preferences - Added an option for submitted web questionnaires to be deleted from the Portal after a set number of days.
    • Progress Item - Modified the behaviour to disallow changing of completion date in the main grid (only able to change through the Done flag or the side panel). This is to align with how other dates are handled in this grid and to prevent date-sync issues encountered in this card.
    • Progress Item Side Panel - prevent status change event from setting the completion date to today when the user has set it to a different day.
    • Progress Items - Setting a Progress Item to appear in Reports options is now done when "Add" button is clicked instead of when creating a Progress Item record.
  • Questionnaires
    • Web Questionnaire - When generating a new Partner/Spouse Visa WCIQ, the spouse will set to sponsor by default. Previously this only occurred if you merged the WCIQ.
    • Web Questionnaire - Added an alert for the end user if a character question is answered Yes but no details are added to the grid.
  • Reports
    • Custom Reports - Passing TotalTime as a string in CSV is now set to ignore Excel Automatic formatting
    • Pre-Billing Report - Added report totals to columns
    • Pre-Billing Report - Fixed an issue with the Pre Billing guide not being sorted in date order
    • System Reports - Add regular logging of when user is logged in.
  • Schedules
    • Users - Fixed an issue when trying add a new user to MM while assigning them permission to a ACS logon.
  • Snapshot / Inbox
    • Inbox - Fixed an error caused when filtering by date. Now when the date filter is enabled (check box is ticked), it won't actually filter unless the related date field has a date entered in it.
    • Inbox - Increase the timeout length when running queries when refreshing the Inbox.
    • Snapshot - Fixed a bug which was causing an error when setting a date filter
  • Webleads/Leads
    • Preferences - Added 3 options in to Preferences to enable weblead options specifically targeted at VEVO searchs for new leads.
    • Preferences - Added an option to enforce the requirement for the end user to enter a residential address when filling out a weblead.
  • Other
    • Change Matter ID - Modified the behind the scenes behaviour for changing folder names when changing the matter ID to improve performance.
    • Removed any link or option which integrated with IE.
    • Other minor bug fixes and improvements

8.8.3.9

  • Accounts
    • Bank Reconciliation - Fixed an error that occurs when adjusting transactions which contain the same transaction ID.
    • Bank Reconciliations - Fixed an issue with the handling of reversed cash receipts in the bank rec printout - they were being handled correctly in all other parts of the bank rec but they were showing in the printout as undeposited receipts. This was changed so they don't show in the printout.
    • Bank Reconciliations - Modified the UX of the bank rec so that reversed transactions and transaction reversals don't show as suggested matches and so that if you click Find Match->Add Adjustment and select a reversed transaction or a transaction reversal, it gives you a warning saying that reversed transaction and transaction reversals generally shouldn't be matched to.
    • Bank Reconciliation - Add paging to the reconciliation window. Each page will show up to 100 transactions.
    • Client to Office Transfer - Modified the UX to allow the transfer of funds via BPAY to a credit card account. Users will receive a warning when Trust Accounting is enabled that this type of transfer is not recommended - it may contravene Trust regulations.
    • Invoices - Fixed an issue where the BPAY fields were not being populated in certain circumstances.
    • Timesheet - Modified the UI of the timesheet to show additional columns for totals with and without tax
    • Pre-Billing Accounts Report - Revamped the report to provide both an overview and breakdown option for clients which have fees etc that are yet to be billed.
    • Client to Office Transfer - Fixed an issue where an error message would appear when attempting to transfers with a large number of transfer transactions.
  • Client Detail
    • Cover Page - Fixed an issue where user created Matter Types did not appear if the Matter Category had a space character at the end
    • Cover Page - Fixed an issue deleting a secondary applicant from the cover page
  • Documents and Templates
    • Documents tab - Fixed an issue when trying to edit the Tags of a PDF
    • Letter Merge - Fixed an error received when trying to edit a template in certain circumstances
    • Letter Merge - Fixed an issue where the Signature Block merge field was adding a blank space at the start.
    • Letter Merge - Added a merge field for the most recent course name
  • Emails
    • Email Capture - Additional stability enhancements
    • Email Capture - Added the ability to search by email address
  • Portal and Progress Items
    • Portal - Modified the frequency of the Portal connections and checks to improve resource usage.
  • Questionnaires
    • Questionnaire Emails - Fixed an issue where the Responsible Person fields were not merging in questionnaire emails
  • Reports
    • User Created Reports - Fixed an issue where adding a Progress Item complete date column to a report causes an error
  • Snapshot / Inbox
    • Inbox - Fixed an error that occurred when trying to sort by Client.
    • Inbox - Fixed an error when trying to search the Inbox in certain circumstances
  • Other
    • Log a Support Call - Fix an issue where the log a support call window was causing an issue when entering a mobile phone number.
    • Tools - Fixed an issue that in certain circumstances prevented the change of the Matter ID.
    • Other minor bug fixes and improvements

8.8.3.8

  • Accounts
    • Invoices - Modified the system to prevent reversed invoices from being reversed
    • Reconciliations - Modified the UI to provide a stronger warning about performing manual adjustments
    • Reconciliation - Fixed an issue that prevented a receipt and it's reversal from being excluded from the bank rec.
    • Trust to Office - Fixed an issue where the memo did not say Trust to Office transfer when Trust mode enabled.
  • Client Detail
    • Business Skills tab - Added Country of Registration field
    • Identity tab - Added additional travel document types
    • Identity tab - Added additional ID document types
    • New Matter - changed the role name 'Lead' to 'Responsible' based on user feedback
  • Documents
    • Documents - Fixed an issue where changes to the Keywords/Tags was not being saved to the metadata of Word documents.
  • Emails
    • Fixed an issue where when creating an email MM was inserting the staff members name instead of an email address
  • PDF Questionnaires
    • PDF Questionnaires - Fixed a data error received when importing the PDF questionnaires which had the wrong date format
    • PDF Questionnaires - Fixed an issue where an apostrophe in the Window's user name caused an error with uploading a PDF questionnaire to the Portal
  • Reports
    • Added a System Report that logs when items are added and removed from the Inbox
  • Schedules
    • Matters Schedule - Fixed an issue where it was not possible to delete a Matter Category
    • Users Schedule - Modified the warning message received when changing the Primary Registration Number
  • Other
    • Archiving - Added the ability to override a document lock error when unarchiving a file so that the archiving process can continue and the user can then manually move the documents to the correct file location.
    • Other minor bug fixes and improvements including a boost to load time

8.8.3.7

  • Accounts
    • Receipts - changed the reversal of receipts so that it won't let the user reverse an opening balance receipt after the first reconciliation for the bank account has been completed.
    • Xero - Implement OAuth 2.0 API integration
  • Client Detail & Other MM pages
    • Employment tab - Added a Street Address line 2 textbox for the Employer Street Address textbox in the Employment tab
    • Staff Tab - fixed an issue where deactivated staff still showed as selectable options in the Staff tab
  • Documents & Templates
    • eSign - Fixed an error received by some users uploading to esign after the 8836 update
    • Letter Merge - Fixed an issue where the second line of the signature block was indented one space
    • Letter Merge - New fields added for user registration details grid
  • Emails
    • Email Capture - Fixed an error received when duplicating a captured email
  • Forms & eLodge
    • PDF Forms - Fixed an error being received when attempting to merge a PDF form after updating to MM version 8.8.3.6
    • Various elodge changes
  • Open Screens
    • Fixed an issue where some users had an issue opening two matters where the name of one was a substring match of the other.
  • Schedules
    • Edit User - Added a grid to the bottom of the Edit User to allow the entry of multiple registration types for the user.
  • Tools
    • Archive - Modify the un-archive function to also work with the basepath location
  • Other
    • Batch Import - Fixed an issue where the imported passport details did not automatically tick that the document was the primary document for use to enter Australia.
    • Fixed an issue where if the file path specified in MMmappedlocation file has '&' symbol then MM will not recognise it.  This happens often in Onedrive/Sharepoint as the Sharepoint is named with the company name.
    • Other minor bug fixes and improvements including a boost to load time

8.8.3.6

  • RMA/Lawyer changes
    • Various changes made through out Migration Manager to accommodate Lawyers not longer being RMAs and no longer have MARNs.  The term RMA has been changed to 'Lead' through out the program, but the functionality of the fields will remain the same. Some of the main location of these changes can be seen in:
      • File Notes / Progress Items / Document Reminders - Status and Reminder labels where RMA appeared have been relabelled from RMA to 'Lead'
      • Letter Merge - all RMA fields have been relabelled
      • New Matter Window - Change the RMA label to now read "Lead". Note that the Lead of a Matter will no longer need to be an RMA or have a MARN, but they will need to have a permission set so as to be able to be listed as the Lead of a matter (see the changes to the Staff Schedule)
      • Schedules - Modified the Edit User window to allow the recording of whether a user is a Lawyer and can be the Lead on a matter.
      • Reports - all RMA columns have been relabelled 'Lead'.
  • Accounts
    • Client to Office Transfers - Fixed an error received when trying to save a transfer if the apply values have not been entered.
    • Preferences - Added an option in the Account Documents Preferences to obfuscate the appearance of bank account numbers on Client/Trust Statements.
  • Client Detail & Other MM pages
    • Education tab: Qualification sub type added to record different types of Masters and Honors degree options
    • Staff tab: Change reference to RMA to now be called "Lead"
  • Documents & Templates
    • Custom Merge Fields scheduled - Added a new "Signature Block" custom merge field which allows the user to create a multi line block of text that will appear in the signature section of a merged document when used in conjunction with the "Signature-Block" merge field in letters.
    • Letter Merged - added a new Signature Block merge field
  • Forms & eLodge
    • Forms - The filling of Form 956 has been updated for the March 22nd changes.
    • Forms - Fixed an error received when merging some pdf forms after the last update.
    • Various elodge changes
  • Portal (online)
    • Portal - modified the layout of the main page to improve the UX on mobile devices
    • Portal - modified the MFA setup process to provide clearer successful setup notification
    • WCIQ Contacts tab - Fixed an issue with duplicating contact details
    • WCIQ Partner Visa - Added a date applied field and modified the wording of the visa information requirements and for family sponsors
    • WCIQ Passports tab - Reworded the Issuing Authority label to now read "Issuing Authority / Place of Issue"
    • WCIQ Witnesses tab - fixed an issue with the field asking for time period known allowing more text than what could be imported in to MM
  • Schedules
    • Staff Schedule - Has been modified so that users can now be tagged as either a Lawyer or an RMA. Also added an option to mark a user as having permission to be a Lead on a matter.
  • Other
    • Other minor bug fixes and improvements including a boost to load time

8.8.3.5

  • Accounts
    • Fixed an error when merging a Client Account Statement if the matter description was over 255 characters long
  • Other
    • Fixed an error updating the Student Version of Migration Manager.
    • Other minor bug fixes and improvements

8.8.3.4

  • Accounts
    • Accounts - Modified the Trust to Office transfer so that if 'Enforce Trust Account Requirements' is ticked, the memo note for the transfer will display 'Trust to Office Transfer'
  • Client Detail
    • Fixed an error received when trying to change the primary applicant if an employment job titled had more than 51 characters
    • Fixed an error received if the Possible Type field had more than 100 characters entered
  • Documents & Templates
    • Letter Merge - Fixed an error received when trying to merge a letter for a subclass 101 visa
  • Email
    • Email Capture - Fixed an issue affecting the order of the captured emails to now reflect the date of the email
    • Email Capture - Fixed an issue where in certain specific circumstances email capture was generating an error when trying to save an email or attachment
    • Email To - Modified the Email To window to remove deleted contacts
  • File Notes
    • File Notes - Fixed an issue with the File Note grid expand button not working
  • Forms and eLodge
    • Added an elodge option for Travel Waivers for Beta users
    • Various eLodge fixes are released on a regular basis via a background update and so are not recorded in this list
    • Various Form Fixes:
      • Form 80 - Fixed Question 15
      • Form 1195 - Fixed Question 1
      • Form 1359 - Fixed Address Question 4
      • Form 1229 - Corrected multiple Questions.
  • Portal and Progress Items
    • Portal Preferences - Added an option to set all new clients as requiring MFA to be enforced
    • Portal - In the Portal Control window of each matter, an option has been enabled to enforce MFA on the portal for a client
    • Portal - In the Portal Control window of each matter, an option has been added to reset the MFA for a client. This can be used if the client has locked themselves out of the Portal and can't access their MFA key
    • Portal (website) - Address fields added to the online assessment (webleads) general enquiry form
    • Portal (website) - Fixed a spelling mistake in the country dropdown for Northern Mariana Islands
    • Portal (website) - Fixed an issue with the privacy policy and security information not displaying paragraph text
    • Portal (website) - Modified the UX to prevent a user opening up more than 1 portal account at a time to prevent issues with uploading documents
    • Portal (website) - Refined the MFA/2FA set up window UI and instructions
  • Questionnaires
    • PDF Questionnaire - Updated to add new character questions for family violence
    • WCIQ - Travel Exemptions WCIQ added as an option for Beta testers
    • WCIQ - The Parent (Permanent) Visa Questionnaire has been added as an option to the WCIQ list for all users
  • Reports
    • Accounts Reports - Fixed an error when generating the Firm Performance report
    • Custom Reports - Added an option to the Client Category to report on Legal Basis
    • Custom Reports - Sponsor's Industry sector added as a report option
  • Schedules
    • Matter Schedule - added Subclass 858 stream options for Distinguished Talent visa, Global Talent Independent and Global Talent Employer Sponsored
  • Tools
    • Archiving - Fixed an issue where it was not possible to change the status of a matter after a file had been un-archived
  • Other
    • Other minor bug fixes and improvements

8.8.3.2

  • Client Detail
    • Fixed an issue where entering a business address caused an error when the financial year was blank
  • PDF Questionnaires
    • Fixed an error received when trying to send a PDF Questionnaire
  • Web Questionnaires
    • WCIQ - Fixed an issue where options for Talent (124/858) Visa Questionnaire - No Form 80 and Talent Visa (124/858) where not visible for some users
    • WCIQ - Fixed an issue where selecting an sc400 WCIQ was instead selecting an sc408
  • Other
    • Batch Import - Fixed an issue where batch import was not allowing the use of xlsx files

8.8.3.1

  • Accounts
    • Accounts Summary - Fixed an issue where custom created payment types were not showing in the Dept Surcharge field
    • Bank Reconciliation - No longer allow the import of bank statement from an already finalised reconciliation period or earlier as this will always cause a problem. Note that if a statement contains some lines from a reconciled period and some lines from an unreconciled period, it will let the import proceed with the lines from the unreconciled period.
    • Bank Reconciliations - Change the opening balance tab of the Why Doesn't My Reconciliation Balance from to show the opening balance transactions PLUS the excluded transactions to help users identify any issues
    • Invoice - Added an option to exclude Protected Funds from being shown as available for transfer
    • Matter Estimates Report - Fixed an issue where invoice adjustments was causing an error.
    • Matter Estimates Report - Added filter options to exclude accounts with $0 budgets and closed matters
    • Preferences - Added an option to set the default operating account used when generating a disbursement
  • Client Details
    • Business Tab - Allow up to 12 decimal places for currency
    • Business tab - Increased the number of decimal places which can be entered for currency conversion
    • Character Tab - Added a field for Offence Type
    • Character Tab - Modified the country field to align with the country field in the Portal
    • Character Tab - New character questions added for Domestic Violence
    • Client Detail - Country fields modified to align country names with the Portal
    • Employment Tab - Added additional fields for Usual Occupation including Industry, Current Salary and currency
    • Employment tab - Fixed an issue where changing rows was not refreshing what was seen in some of the fields.
    • Employment Tab - Modified the Industry dropdown to now include sub categories of industries
    • Talent tab - Added a new tab for additional fields relating to the Talent Visa
  • Documents and Templates
    • Document Preview - Fixed an issue that was causing MM to crash for users of Adobe Acrobat Pro when trying to edit the name of a document.
    • eSign - Added a right click and menu option for eSign. This allows the user to send a document to the client for digital signing via DocuSign. Note that you must have an account with DocuSign to use this feature.
    • Letter Merge - Added a merge for Skills assessment Assessment Type
    • Letter Merge - Removed the migrant letter merge fields from Contact: Surname from the Applicant Other Details as they were incorrectly merging the family sponsor's contact details and there are other fields in the Contact Details section that merge the migrant's contact details.
    • Templates - Added a fix for longer file names when updating templates
  • Emails
    • Email Capture - Fixed an email capture issue that arises when canceling a login
  • Portal
    • Portal - Added a Portal Firm Code ID to the Help > About MM window. This will be used as part of an upcoming release of a mobile app for the end users (migrants/sponsors) of the Portal
    • Portal - Fixed an error received when downloading a portal document if the progress item started with a space
    • Portal - Fixed error received in limited circumstances when turning off the portal for a client
  • Reports
    • Report Permissions - Fixed an issue where setting the access level to Full did not tick all columns
    • Reports - Added "Estimated Time" to the User Defined Reports
    • System Reports - In the portal history report, change the heading "Failed IP Address" to "Logon IP Address",
    • User Defined Reports - Added additional data to the FNtext field.
  • Schedules
    • Users Schedule - Fixed an issue where the username column did not update after a change was made.
  • Tasks & Snapshot
    • Inbox - Fix an issue where documents with a review date 7 days from today were not showing in the snapshot in certain circumstances.
    • Snapshot - Modified the behaviour of the Snapshot to restrict access to the Teams button if the user is restricted to their own file only
  • Web Questionnaires
    • WCIQ - Added an option for Talent (124/858) Visa Questionnaire - No Form 80
    • WCIQ - Added a web questionnaire for the Talent Visa (124/858)
  • Other
    • Open Window - Modified the Client search to now search by "contains" instead of "starting with"

8.8.2.7

  • Accounts
    • Accounts - Added an extra row to the office accounts tab grid for the 'work done on' view for both the migrant and the sponsor that is visible if there is a credit from an invoice adjustment being applied to the sponsor matter.
  • Client Details
    • Fixed an issue where in certain very limited circumstances manual entries in to the nomination position and superannuation fields would not save if a nomination row had previously been deleted and then readded.
  • Emails
    • Email Capture - Fixed an issue where adding a Dept reference number to a matter was not resulting in previously captured (but not matched) emails proceeding to be matched.
    • Email Capture - Fixed an issue where duplicating multiple emails at the one time resulted in more than 1 copy.
  • Portal
    • Messages - Fixed an issue where messages received in Hebrew were not showing correctly. The Portal Message window has been updated to support unicode characters.
    • Messages - Fixed an issue where some received messages where continuing to show as Unread after having been read.
  • Reports
    • Added user generated report fields for Invoiced Fees.
  • Schedules
    • Users Schedule - Fixed an issue where the username column did not update after a change was made.
  • Tasks & Snapshot
    • Snapshot - Fixed an issue where setting a due date for a progress based on another event occurring was not showing for users whose snapshot was set to show item less than 7 days.
  • Other
    • Add the ability for Support to change the default template folder names to overcome an issue with file name length conflicts.

8.8.2.6

  • Accounts
    • Accounts Search - Added the ability to use the description field to search "received from" for receipts
    • Invoices - Added a "Without Print" option under the Finalise button to enable the saving and finalising of an invoice without merging a document
    • Invoices - Fixed an issue where in limited circumstances directly editing a fee on an invoice did not save the changes.
    • Preferences - Fixed an issue where account type wasn't displayed in the BPAY window.
    • Time sheet - fixed an error which occurred if the default time unit was set to 5 minutes instead of 6.
    • Trust Statement Report - Modified to now use the standard Trust Statement template when sending by email or message
  • Client Detail
    • Country Fields- Added North Macedonia as a country option
    • Nominations - When saving a Nomination as a template it now saves the location.
  • Emails
    • Email Capture - Fixed an issue where if the reference number in the subject line of an email contained lower and uppercase letters it would not match
  • File Notes
    • File Notes - Fixed a rare issue where in a user constantly receives a file note lock warning.
  • Portal
    • Notifications - Added a notification to the bottom of the main window showing any portal errors received.
    • Portal - When downloading documents sent by your client, the original file name will now be saved to the Tags.
  • Reports
    • Batch VEVO - added the ability to add or update visa information from the Batch VEVO results
    • Reports - Added a column for client name to the deposit requests report
    • Reports - Under nominations added Intended Start Date and Intended Cessation Date as report fields
    • System Reports - Changing Matter ID has been added to the System log
  • Snapshot and Tasks Window
    • Snapshot - Fixed an issue where setting the snapshot preferences to show the next 90 days resulted in an error
    • Snapshot - Fix an issue where a document sent internally which has then been placed in To Do Now or Do Later was not showing on the snapshot count when marked complete.
  • Other
    • Batch Import - Additional import fields added for Applicant Current Visa Type, Applicant Current Visa Number, Applicant Current Visa Grant Date, Applicant Current Visa Expiry Date, Applicant Current Visa Conditions, Applicant Current Visa Track in Snapshot
    • Site Accessible check - Added a check for QP API

8.8.2.4

  • Documents
    • Letter Merge - added merge field for PositionBusinessName and RMA OfficeName
  • Portal and Progress Items
    • Progress Items - Added the ability to add custom one off progress items to miscellaneous progress list so that these items can then be selected in a report
  • Preferences
    • File Creation Preference - Add preference to change the separator used in matter numbers
  • Reports
    • Reports - Fixed an issue where changes to the family sponsor client name where not being updated in the user defined reports
    • Reports - Added fields for Location at Lodgment, Location at Decision and Migrating To
    • Reports - Added the Matter Estimate Performance report which compares estimated fee on a matter versus Billed + WIP fees.
  • Tasks & Snapshot
    • Snapshot - Fixed an error received when opening the snapshot if portal download was set to manual.
  • WCIQ
    • CIQ Button - Fixed an issue where MM is used on a monitor with a resolution below the Minimum System Requirements (1920x1080) that the Send Web Questionnaire option was not displaying

8.8.2.3

  • Accounts
    • Accounts - Warning added if the user is still using the old Accounts system. As of 1 July the old Account system will no longer be compatible with updates.
    • Bank Reconciliation - Modified the UI to warn the user when attempting to match to a reversed transaction
    • Client Payment - Fixed an issue where the Approved By field became undocked if the page size was altered.
    • Client Receipts - Fixed an issue where viewing a previously recorded receipt the surcharge box would appear ticked (no effect on data - graphical issue only)
    • Export to Xero - Fixed a set up issue where if there are 2 office bank accounts in MM and the first one already existed in Xero then MM was exporting the GL code for the second account.
    • Export to Xero - Fixed an issue where a blank line in the PayTo section caused an error.
    • Export to Xero - Fixed an issue where it was possible to set a status to blank. It is no longer possible to set a blank status.
    • Preferences - Added an option to set the default billable status for time entries that do not have a Fee code
  • Client Detail
    • Business Skills tab - Fixed an issue where exchange rates could not have more than 4 decimals
    • Cover Page - Fixed an issue with Intended Destruction Date and Destroyed Date note saving
    • Cover Page - Fixed an issue where setting the File Status as Closed was not setting the File Closed date
    • Employment tab - Added date field for Required Start and Mandatory End date
    • Employment tab - Added an option to track Required Start and Mandatory End dates in snapshot
    • Relations Tab - For dependents, a new tab has been added to record the details of the dependency
    • Skills tab - Modified the wording of the Skills point table to align with the DOHA website description. Additional points options added.
    • Visits Tab - Fixed an issue affecting the Number of Days spent calculator
    • Video Calling - Added the ability to generate online video meeting links and calendar appointments using Skype or Jitsi and send those links via email or Portal Message
  • Documents and Templates
    • Archiving - Modified the behaviour of archiving such that if a user is unable to access the document folders, MM won't create new folders as a result of certain actions.
    • Sponsors - Added merge fields for business web addresses
  • File Notes
    • Cover Note - Fixed an issue where the note did not scroll/set the focus to the most recent note
    • File Notes - Fixed an error message received when trying to search for a document via the Link window.
    • File Notes - Fixed an error received when opening a file into which a very long email had been copied and pasted
  • Portal and Progress Items
    • Portal - Portal password generation has been modified to only include letters and numbers. This should make it easier for clients to copy and paste the password from the email to the web page.
    • Portal Log - Fixed an error message received by some users when trying to download the portal history log if a client still had a WCIQ open
    • Preferences - Changed the URL which is generated for the portal login to now end with .cloud instead of .com.au . All new portal emails using the inbuilt default templates will reference this url.
    • Progress Items - Fixed an error received in certain circumstances when adding a one off item for the very first time if no other progress items exist.
    • Progress Items - Fixed an issue causing Duplicate to not function.
    • Progress Items Inbox - Make it possible to reverse sort by date 
    • Progress List - Fixed an issue where if you sorted the list by name and then exported to Excel, the list was not exported in the same order.
    • Reports - Added A Portal User Activity which tracks for each portal user: the Date Portal Last Accessed, Days since Last Accessed, Number of logons in the last 30 days, Date of last unsuccessful logon attempt, Number of failed logons in the last 30 days, IP Address of unsuccessful attempt, Date of last Lockout, Number of lockouts in the last 30 days, Date Portal Password last successfully reset, Reset IP address, Date Portal Password last unsuccessful reset attempt, and Failed Reset IP address.
    • Reports - Portal - History report updated to have the following additional records added: Portal logon with IP Address, Portal unsuccessful logon with IP Address, Successful Password Reset with IP Address, Unsuccessful Password Reset with IP Address and Portal lockout with IP Address
  • Questionnaires
    • CIQ Button - Layout of the CIQ button has been modified to make it easier to distinguish between Web (Portal) Questionnaires and PDF questionnaires.
    • WCIQ - Added the 408 Visa web questionnaire
    • WCIQ - Added the Visitor Visa web questionnaire
  • Reports
    • Disbursements Report - On the Disbursements Report add columns for Supplier, Receipt No and Payment Type
    • System Reports - Added a Register of Matters Opened report
    • Webleads Report - Added a new report that tracks webleads received and converted.
  • Schedules
    • Matter Fees Schedule - Fixed an issue where the Subclass 491 matter was showing as retired
    • Matter List Schedule - Separated the Sponsorship and Nominations into separate categories
    • Matter List Schedule - Added an option for COVID-19 as a selectable stream for the 408 Visa
    • Progress List Schedule - Separated the Sponsorship and Nominations into separate categories
  • Settings and Preferences
    • Task Inbox - Fixed user permission control
  • Snapshot/Task Inbox
    • Snapshot - Fixed an error received when setting custom date periods in snapshot.
  • Tools
    • Archive - Modify UI to change cancel button to instead be called 'close'.
    • Archiving - Added an option to retry the folder/document move and delete if it fails on the first attempt
    • Archiving - Fixed an issue where archive date was showing UTC and not converting to local time.
    • Matter ID Change - Fixed an issue where it was not possible to change a Matter ID if there was an open WCIQ on the portal.
    • Template Setup Guide - Fixed an error received when opening the set up guide if the user still uses the old account system.

  • Other
    • Batch Import - Fixed an issue where batch import was not allowing the import of passport numbers containing a letter.
    • Batch Import - Changed the UX of the import process to prevent double clicking of the import button.
    • Fixed a timeout error occurring for some users when trying to delete a matter.
    • Webleads - Fixed an issue with the system suggesting Client IDs already in use

8.8.2.1

  • Accounts
    • Invoice - Fixed an error received when adjusting an invoice with more than 300 line entries in it
    • Preferences - Fixed an issue where changing the default invoice template was not saving
  • Client Detail
    • Coverpage - Setting of an archive date will prompt the user to archive the matter via the archive tool
    • Future Events tab - added new fields for Subclass 400 WCIQ
    • Fixed an issue where having multiple entries on the cover note was causing matters to open and respond slowly
    • Humanitarian tab - Fixed an layout issue that was resulting in the Add and Remove buttons being hidden for some screen resolutions
    • Nominations tab - Added 494 as a nomination option
    • Nominations tab - Moved RSMS to the Repealed nomination options
    • Skills tab - Updated the points table for recent schedule 6 changes
    • Sponsor - Staff tab - Added a field for recording 494 visa holder numbers
  • File Notes
    • Fixed an issue where the Tab control was not moving between the text fields
  • Preferences
    • Staff Targets - Fixed an issue where Staff Targets in Preferences was showing multiple rows for each user
  • Progress and Portal
    • Progress (tab) - Added a user settings menu button to the Progress tab so that users can easily set their scan and column visibility preferences
  • Reports
    • Fee Earner Target Performance Report - Fixed an error received if staff target had been set to 0
    • User Defined Reports - Fixed an issue where the Progress Item User Comments column was not showing comments from prior to the update
    • User Defined Reports - Added fields for Most Recent User Comments on all progress items
  • Tools
    • Archiving - Fixed an error received when trying to archive files when using Google Drive
    • Tools - Added a user guide for Template Letter Setup
  • Other
    • Open Window - Fixed an issue where it was no longer possible to copy the Matter ID by right clicking an entry on the Open window.

8.8.1.9

  • Accounts
    • Reports - Fixed an error received when trying to generate a report if no financial year end date had been set in preferences
  • Client Detail
    • Fixed an error received when trying to change the Primary Applicant
    • Future Events tab - Add additional fields for recording organiser details
    • Relations tab - Add an option to specify that a person is dependent on someone other than the primary applicant
    • Witness Details - Number of years known. Modify to allow the typing of words instead of just a number
  • Portal and Progress Items
    • Portal - Fixed an issue activating the Portal where the End of Financial Year date had not been set
    • Progress (tab) - Fixed an error received when ticking the Decision item and trying to link a decision document
    • Progress (tab) - Fixed an error received when ticking the Decision progress item and trying to set a future progress item date
  • Snapshot / Task Inbox
    • Inbox - Fixed an issue where snapshot was showing more documents then were in the inbox. In limited circumstances Inbox was not showing items which had been sent internally.
  • Tools Menu
    • Archiving - Fixed an error received when trying to archive a matter
  • Other
    • Fixed an issue where Migration Manager would show an error if FIPS was enabled.
    • Fixed an issue causing Migration Manager to become unresponsive after the update if there were a lot of items in the Inbox

8.8.1.8

  • Accounts
    • Reconciliations - Modified the behaviour of reconciliations so that any transaction which has been reconciled can no longer be reversed unless the reconciliations is first reversed.
  • Client Detail
    • Addresses tab - Fixed an issue where some fields were not positioning properly.
    • Matter Types - Un-retire the Subclass 417 matter type which was incorrectly retired in the last update.
  • Emails
    • Email sending - Modify the email sending function to improve reliability for a small number of users who receive an error when trying to generate an email from Migration Manager when also sending a portal message.
  • PDF Questionnaires
    • BSQ Import - Fixed an issue where the import was not allowing the ability to link a migrant matter in limited circumstances.
  • Portal and Progress Items
    • Inbox - Fixed an issue where documents reappeared in the document inbox due to an issue with the daylight savings change over
    • Messages - Fixed an issue where for a small number of users a message would display no content in Migration Manager.
    • Progress (tab) - Modified the behaviour of the progress tab to prevent users from deleting a progress item that has a linked WCIQ. Users will now be required to remove the WCIQ first from the Portal before the progress item can be deleted.
  • Reports
    • System Reports - Added details of when progress items have been deleted to the System Report
  • Web Questionnaires
    • WCIQ - Added a demo Skilled WCIQ

8.8.1.7

  • Accounts
    • Reports - Modify a number of reports to remove the inclusion of Office Account credits that have not yet been applied.
    • Reports - Firm Performance Report - Added additional wording to the headings to make it clear what information is provided for the relevant time period.
  • Client Detail
    • Education tab - The qualifications grid has been modified to remove the direct data entry fields and instead move these to a side panel.
    • Occupation Registration - Modified the UI to move the data entry fields on to a side panel.
  • Emails
    • Email sending - Modify the email sending function to improve reliability for a small number of users who receive an error when trying to generate an email from Migration Manager when also sending a portal message.
  • PDF Questionnaires
    • CIQ Menu - Clicking the import option on the CIQ dropdown menu will prompt the user to perform the PDF import via the Documents tab.
  • Schedules
    • Matter Types - Unretire 191 and 491 matter types which were incorrectly retired as part of the last update.
  • Snapshot / Task Inbox
    • Inbox - Fixed an issue where the Open Matter menu option was hidden in certain circumstances.
  • Tools
    • Delete function - Modify the dropdown to list both the Matter ID and the Matter name.
  • Other
    • Edit User - Fixed an issue in the Billing Targets with the financial year dropdown showing duplicate years.

8.8.1.6

  • Accounts
    • Bank Reconciliation - Fixed an issue where certain QIF files with certain date formats were causing the import of the bank statement to fail.
  • Client Detail
    • New Matter - Fixed an issue where when using office prefixes the matter number was not incrementing
  • File Notes
    • Modified the File Notes tab to show the Processing window when first opening.
  • Preferences
    • Misc Preferences - Added an option for the Progress tab so that if you tick complete it adds a comment. Disabling this option will result in a comment not being recorded when it is marked as complete.
  • Progress/Portal
    • Messages - Changes made to the message sending system to reduce the incidence of slowdowns or system hangs when also sending an email notification at the same time.
    • Progress (tab) - Fixed an error message received if an item has been marked as complete by an admin.
    • Progress (tab) - Fixed an issue where an exclamation mark was showing for calculated due dates if the precondition date was blank. The exclamation mark will only show if the whole precondition is deleted.
    • Progress (tab) - Fixed an issue where it was not possible to select and add just one item from a Progress Item template.
    • Progress (tab) - Modified the UI so that if you manually tick a document item as done that has been added to the Portal, the yellow ball icon will disappear.
  • Scheduling
    • Users - Fixed an issue where unticking a user's access to an elodge account caused an error.
  • Snapshot / Task Inbox
    • File Notes - Added an option in the File Note Inbox to select and right click multiple file notes at the same time.
    • Messages - Fixed an issue where in a very limited number cases, when you read a message in the Inbox and then change from one message to another and then click reply, who the message was being replied from showed as the previous message.
    • Progress - Added a refresh button to the Progress tab in the Task Inbox window.
  • Tools Menu
    • Fixed an issue where it was possible to delete a matter that still had a client detail window open.
  • Other
    • Edit User - Fixed an issue in the Billing Targets with the financial year dropdown showing duplicate years.

8.8.1.5

  • Accounts
    • Accounts Setup - Modified to allow the ability to enter a negative opening amount for Statutory Accounts
    • Export to Xero - Added a notification window when doing the first export if there are any starting balance transactions in the list of items to be exported
  • PDF Questionnaires
    • PDF Questionnaire Merges - Fixed an issue resulting in an error message when trying to merge a PDF Questionnaire
    • BSQ Import - Fixed an issue with the Import Data option on the BSQ dropdown not working
  • Progress/Portal
    • Messaging - Fixed an error received if you tried to clear the portal signature and did not replace it with another signature
    • Progress (tab) - Added a warning when trying to scan an item with a file name that contains an invalid character
    • Progress (tab) - Added a warning if a due date has been calculated based on an item which has now been deleted
    • Progress (tab) - Modified to allows users to set the Required From for Activities
    • Progress (tab) - Modified the UX of using the right click menu to add items to Portal. Now if your selection includes items which have already been added the system will notify you of the existing items on the Portal and proceed to upload the remainder
    • Progress (tab) - Added an option under the Advanced dropdown to display all columns
    • Progress (tab) - Added a user preference for Always Show All Progress Columns when Minimised
    • Progress Insert - Modified the UX of the insert window such that clicking a row will tick or untick without the need to specifically click the tick box. Also works for Ctrl and Shift functions
    • Progress (tab) - Modified the UI of the ability to set the responsibility via the right click menu.
    • Progress (tab) - Added the ability to set Required From via the right click menu
    • Progress (tab) - Added the ability to open a side panel when in maximised mode
    • Side-Panel - When adding a One Off - Detailed Progress item, if you cancel before saving the system will ask whether you want to save or delete
    • Side-Panel - Fixed an issue where updating the status of a document was not refreshing the status of the document in the side panel
  • Schedules
    • Progress Items - Added an option under the Progress List More button to export a Progress List to an Excel spreadsheet. This is to allow the sharing of Progress Item lists
    • Progress Items - Added an option under the Progress Item More button > Import window to import an Excel spreadsheet containing Progress Items
    • Progress Items  - On the Bulk Edit window, when sorting by category, it is now possible to right click and choose Tick or Untick all in this section
  • Other
    • Fixed an error received in certain circumstances when closing the program

8.8.1.4

  • Accounts
    • Accounts Templates - Updated to match the style of the invoice changes
    • Client Receipt - Modified the layout to avoid long file references creating two lines
    • Client Receipt - Fixed an issue where ticking Protect Funds didn't do anything
    • Preferences - Added an option to set the colour of the table headers in the accounts templates
  • Documents and Templates
    • Documents Tab - Fixed an issue where dragging and dropping documents on the right hand panel causes MM to freeze
    • Documents Tab - Fixed an issue where renaming a document caused MM to hang
  • Progress/Portal
    • Progress (tab) - Added a Most Recent Comment to the grid which is visible when you maximise the screen
    • Progress (tab) - A rejected document will no longer have its status changed to complete if the Progress Item is marked as complete
    • Progress (tab) - Added a right click menu option for Setting Responsibility.
    • Progress (tab) - Added a right click option for Set Required From which opens the side panel in Details view and sets focus on the Required From field
    • Progress (tab) - Fixed an issue where the comment icon was not refreshing in certain circumstances
    • Progress (tab) - Modified the Add options so that you can choose between adding a quick entry with just a few details or adding and opening the full Progress item (called Detailed).
    • Progress (tab)- Fix an issue where Migration Manager would hang if you tried to select all progress items from all categories.
    • Progress (tab) - Marking a Progress Item as complete will add a comment about completion
    • Progress (tab) - Modified the insert behaviour to add selected items below the currently selected item
    • Progress Insert - Fixed an issue where the Append with Name could not be disabled
    • Side Panel - Fixed an issue where rejecting a document was no immediately refreshing and updating the Portal Instructions on the Side Panel
    • Side-Panel - On the Documents sub panel added an option under More and the right click for "Rename Document to Default" which will rename the document to the same name as the Progress Item
  • Reports
    • Billing Receipts Report: added a dynamic filter at the bottom of the report to allow users to filter data live including ability to differentiate between funds received via office receipt versus client to office transfers
  • Schedules
    • Progress - Bulk Edit window modified so that clicking a row ticks/unticks that row
    • Progress - Bulk Edit: modified the grid to refresh after making any changes when you click Update
    • Progress - Added a category column to the bulk edit window
    • Progress - Added a Delete option under the More button of the Bulk Edit tool. This will allow you to select and delete a progress item across multiple lists.
  • Task Inbox/Snapsho
    • Inbox - Fixed an error received when double clicking a Questionnaire in the inbox
    • Inbox - Fix an error that was received when trying to reply from a portal message in the inbox
    • Progress - Hide Completed set to Yes by default

 

8.8.1.3

  • Accounts
    • Fee - Made visible the start time on the fee window for time entries
    • Timesheet - Added a dropdown to the timesheet which give sthe ability for authorised users to view another user's timesheet
    • Permissions - Added a user permission to allow a user to view other user's timesheets
  • Progress/Portal
    • Progress List Schedule - Added the ability to set default responsibility at the Progress Item template level
    • Side-Panel - Fixed an issue with Portal Instructions not saving if there was not status set
    • Side-Panel - Modified the Required From dropdown to show a list of recommendations
    • Side-Panel - The help button now directs to a specific user manual page on how to use the Side-Panel

8.8.1.2 (Beta Testers)

  • Accounts
    • Bank Reconciliation - Added a Where is my Transaction button which will enable the user to perform a search in Migration Manager for a transaction. The results will display an information button that explain why a transaction is not showing in the reconciliation.
    • Accounts Setup - Fixed an issue where the setup window was not updating to indicate a section had been completed
    • Client Payments - Fixed an error received when making a Client Payment if the user had restrictions on their user profile preventing access to sponsor files. The user will now no longer be able to select a file to which they don't have access to when specifying the entity from which payment is being made.
    • Client to Office Transfer - Fixed an issue that occurred when trying to transfer funds against an invoice which had been partially paid and adjusted.
    • Deposit Request - Fixed an issue with the text alignment on the deposit request template.
    • Deposit Requests - Added the ability to email/message deposit requests at the time of finalisation.
    • Disbursements - Added the ability to set a Disbursement as 'Billable Later Invoice' by default.
    • End of Month Procedure - Add an option to exclude matters with a $0 balance
    • Export to Xero - Fixed an issue where an error could be received when exporting to Xero where an invoice had received multiple payments and adjustments.
    • Invoice - Added an option under the More > Options button for displaying Billed By on a Fee Description
    • Invoice - Added an option under the More > Options button for displaying the Item Code column on all sections
    • Invoice - Added an option under the More > Options button for displaying the Subtotal of each section
    • Invoice - Added an option under the More > Options button for displaying the Supplier name on a Disbursement description
    • Invoice - Added an option under the More > Options button for displaying the Tax column as a value or a percent
    • Invoice - Added an option under the More > Options button for displaying the Tax column in all sections
    • Invoice - Added an option under the More > Options button for each section to show the Qty and Unit Price columns
    • Invoice - Added an option under the More > Options button for the Amount column to include Tax
    • Invoice - Added an option under the More > Options button for the Unit Price column to include Tax
    • Invoice - Added Write Off and Adjust to the More button on the Invoice. Note that these options only function for Finalised invoices
    • Invoice - Move the invoice template selector to the Invoice Options pop up available under the More button.
    • Invoice - The Invoice template has been changed to align with the new Invoice options
    • Invoice Templates - The template has been updated to remove the grid borders
    • Invoices - Added options under the More button for sending an invoice by email or by Portal Message
    • Invoices - Added the ability when finalising an Invoice to send it by email or by Portal Message.
    • Invoices - Changes made to the invoice templates to standardise the font sizing
    • Invoices - Remove the column displaying the matter ID as it wasn't needed
    • Matter Fees - Added the ability to export/import a CSV of the Department and Professional block fees.
    • Preferences - Accounts > Documents - option added for displaying subtotals for each section of an invoice
    • Preferences - Accounts > Trust Accounting - added options for setting the default text of message and emails when sent from the Trust Statement report window
    • Preferences - Added a tab to the Accounts preferences for Staff Targets that lets an approved user set the targets for all users
    • Preferences - Added a user permission for editing Staff Targets
    • Preferences - Added all of the new invoice options to the Accounts > Documents tab for setting the invoice option defaults
    • Preferences - Default Tax Codes - Added the ability to change the default tax code for Department disbursements
    • Preferences - Payment Options - Added the ability to specify the category of a payment option to control the options displayed on receipts
    • Preferences > Accounts - Added an option to set the firm's financial year end date
    • Preferences > Trust Accounting - Added options for creating template emails and portal messages for including with the EOFY Trust Statement reports which are generated from the Trust Statement Report window.
    • Receipts - Modified the functionality of adding surcharge payments so that it is possible to add a surcharge for all payment options
    • Reconciliation - 2 month restriction added. To prevent issues with how many entries the system can display, bank reconciliations are capped at 2 months' worth of data.
    • Reports - Added a Combined Ledger report which provides details for each matter of the total deposits, withdrawals and balances for both the Office and Client/Trust Account. Clicking on the preview report option will then provide a detailed breakdown for the individual matter of each of the transactions which have resulted in the total.
    • Reports - Added an Accounts report for Fee Earner Fee Target Performance FYTD
    • Reports - Aged Debtors report changed to a dynamic report that allows the user to view individual invoices
    • Reports - Fixed an issue with the WIP Report which resulted in a deleted time entry showing as still being work in progress.
    • Reports - Speed improvements made to the generation of the Trust Trial Balance Report
    • Reports - Trust Statement Report - Added settings to the preferences for setting up template email/message content that automatically added when generating and sending the report
    • Reversing Disbursements - If a disbursement has been invoiced it will no longer be able to be reversed until the invoice is reversed.
    • Schedules - Bank Account option wording changed to cover Trust/Client
    • Templates - Remove grid borders from Client Receipts, Invoices Office Receipts, Deposit Requests, Client Account Statement, Statement of Services, Matter Statement, Debtors Statement
    • Users - Added a tab to the User profile for setting billing targets for each staff member
  • Client Detail
    • Asmt Tab - Add an option for recording logon details for an online Skills Assessment where there does not exist an agent logon function
    • Business - Added a new UI for entering financial information for a business
    • Business - Added Ceased Involvement and Date Ceased fields to the Businesses tab
    • Business - Added an Intentions tab for proposed investments/transfers.
    • Business and Investment Skills - New question added for years of experience
    • Business - Add Currency field to the Assets and Liabilities Page.
    • Business - Modified the UI of the Businesses sub tab to now show a pop up screen for the adding/reviewing of information about the migrant's business history
    • Character - modify the wording of the s245 breach question
    • Health and Character - increased the length of information which can be provided in the details section
    • Matter Types - Added stream options for the 888 visa.
    • More button on Cover Page - UI change to add more spacing and change background colour as well as adding date fields for File Closed, File Archived, Intended Destruction and Destroyed Date
    • Primary Applicant Change tool - Fixed an error received if the birth suburb/city was longer than 50 characters
    • Quick Bio - UI change to add more spacing and change background colour
    • Nominee Tab - Employee ID field added
    • Relations tab - Clicking refresh or adding additional information will now no longer cause the selected row to revert back to the top row
    • Referral source pop up changed to the new schedule
    • Visa Details tab - Add a visa status option of Not Active
  • Documents
    • Active Client Photo - The tool to add an active client image has been set to automatically open with the cropping tool active set to the correct ratio/dimensions
    • Documents - Fixed an issue where moving a document to another matter could in certain circumstances still leave it attached to the progress tab of the original matter
    • Documents - Images can now be converted to PDF via the right click menu option
    • Document Preview - Change the system used for preview Word, Excel, Email and Image documents to improve speed of loading. The first time it is used after opening MM it takes a few seconds to load up but after that it should show the documents very quickly.
    • Document Search - Added icons for VEVO searches, csv files and for documents ending in .PDF
    • Documents Tab - Fixed an issue where the icons appears to show an error during slow loading.
    • Documents Tab - the layout of the preview window has been modified when in edit mode (cosmetic change only)
    • Documents Tab - Fixed an issue where moving a document would sometimes also create an additional folder.
    • Inbox - Fixed an issue where sending an item to another user where the item was marked as complete or rejected was not showing for the other user
    • Letter Merge - Fixed an issue where merging a letter sometimes appears as unreconciled
    • Letter Merge - Added fields for Sponsor mobile numbers
    • Letters - Added the ability to have a template copied directly to a matter without it performing any merge function. For this to occur, set the keywords (either in the template or at the time of merge) to be NMFCO
    • Merge - Date fields in the format dd MMMM yyyy have been changed to be  d MMMM yyyy format
    • Merge - Added the Merge ID code as a merge field. Note that if you want the Merge ID to appear in the footer of a document you must add it to the letterhead template.
    • Merge - Added merge fields for RMA Position, Manager Position, Clerk Position Username, User Surname, User Given Names, User Preferred Name, User Prefix. User RMA Number, User Initials, User Office, User Internal Email, User External Email, User Full Telephone, User Mobile
    • Merge Settings - All of the merge settings have been consolidated into the Preferences window
    • Preferences - Added an option in the Letters preference for generating a Merge ID code. This code will be saved in to the Key Words/Tag of a document and can be used to search for a document.
    • Reconciliation - Add additional information to error message that occurs when performing a reconciliation having documents whose file names are too long. This helps with identify which document is causing the problem.
    • Settings - The Accounts Template merge settings have been consolidated in to the preferences window
  • Emails and Email Capture
    • Email Capture - Fixed an error received in very limited circumstances if the progress window opened and closed too quickly.
    • Email Capture - Modified the capture window interface such that it is no longer possible to select everything by clicking on a heading. This should prevent users accidentally selecting everything when they are blocking or matching.
    • Email Capture - New Matter window labels have been moved to sit above the relevant fields (cosmetic change only)
    • Email Capture - Added a dropdown option to the Match window which lets the user specify that the email address of the email being matched should always be matched to a particular matter (this function is to be known as Auto Email Match)
    • Email Capture - Email address search button added to the Match window. This has been added to help users identify which matters an email address may have previously been recorded against
    • Email Capture - The closing of the email capture window has been sped up.
    • Schedule - Added an Auto Email Match option. This schedule lets you add/edit and view all of the email matching rules that have been created by all users
    • SMS - When clicking the SMS button, the list of options that are displayed will now only be mobile phone number options. When clicking an email button, SMS will be hidden
    • SMS Notifications - Added the ability to generate an SMS notification when sending portal messages and Web Questionnaires.
  • File Notes
    • File Notes - Extended the height of the Status dropdown so that all options are visible all the time.
    • File Notes tab - Add new title search and sort options for the File Notes tab on each matter
    • Fixed an issue where changing the font style/colour multiple times could cause an error
    • Hyperlinks - The user interface for adding hyperlinks to a file note has been changed to make it easier to link documents from within the matter and from outside. Links will no longer display as the url but instead will display as a text title which when hovered over by a mouse will then display the full url.
  • eLodge and Forms
    • eLodge Password control - The UI and UX of the eLodge logon system has been completely revamped to give firms more control over who has access to which eLodge accounts. In preferences it is now possible to control individual user permission to each account.
    • eLodge - When using the eLodge logon window, it is now possible to edit passwords and set default account through the new eLodge window
  • Portal and Progress Items
    • Added an option to export selected progress items to a new Progress List template.
    • Messaging - in the Portal window (accessed via the Portal button Progress or Documents), the send messages attachment icon will now display a tool tip showing the expiry date of the attachments.
    • Messages - Change the UX for creating new document requests and activity completions from the Portal Message window
    • Messages - Modified the UX of the inbound and sent messages to use the Details/Simple buttons along the top of the message to show/hide message details such as sent date and attachments
    • Notifications Bar - The bottom of the screen notification bar has been modified to show all new inbox items since the user last opened the Inbox.
    • Portal - Added the ability for the portal user to upload other non-listed items via an Add Item button on the bottom of the Portal
    • Portal - Added the ability to Open/Preview/Edit documents from the Portal interaction window (accessed via the Portal button in the Progress window).
    • Portal - The Portal has been modified to display the Required From details against the document required details.
    • Portal Emails - Fixed an issue where URLs added in the template would appear twice in the email
    • Portal Form - Moved a lot of the functionality from the Portal Form to the Progress tab right click menu options. The Portal Form is primarily now used for managing the Portal account for the client as well as being able to see what has been added to the Portal.
    • Portal Notifications - When selecting to notify the client by email when performing a portal action (such as sending messages, activation etc) the Email To window will now appear - allowing the user to choose which email address to send the notification to
    • Progress (tab) on the client file has been completely reworked with new UI and UX including a new side panel for recording comments, attaching documents and adding Portal instructions
    • Progress Lists (previously called Matter Associations) - Significant UI and UX changes have been made to the way in which users can now create and edit progress list templates. We have done away with the old (very large and very slow) giant grid of items that were cross referenced to different matter types. The window/system has been completely redesigned. The progress lists now sit separatly to the concept of matters in that you no longer need to create a matter to have a progress list available. All of the items and documents are now individual to each progress list and can be edited and reordered independent of other lists. Users are now able to create as many lists as they wish.
    • Progress Items Schedule - Added the ability to set default Progress Item portal instructions on the progress item templates.
    • Progress Side-Panel - Added WCIQ history to the Portal tab of the Progress Item side panel
    • Progress Side-Panel - Added QuickParts as an option to the Portal Instructions window
    • Progress Side-Panel - Added the ability to preview, download and reject portal documents from the Progress Item side panel
    • Progress Side-Panel - Modified the linking window to allow the linking of multiple documents at the same time
    • Progress Side Panel - Added a Portal tab to the Progress Side-Panel allowing users to add items to the portal and to upload instructions for document requests
    • Progress Side Panel Portal Tab - Added the ability to activate the portal when clicking update on a side panel if the portal has not yet been activated and a document is set to be visible on the portal
    • Progress Side Panel Portal Tab - Details of the WCIQ history along with buttons for checking progress, reviewing the WCIQ etc have been added to the Portal tab of the Side Panel.
    • Progress Tab - The add progress items form template window has been completely reworked to have a more user friendly UI.
    • Progress Tab - Add right click menu options for various functions such as Adding to Portal, setting due dates and responsibility etc.
    • Progress Tab - Added right click and side panel options for Add to Portal and Remove from Portal.
    • Progress Tab - Added the ability to expand the window full screen
    • Progress Tab - Added the ability to drag and drop to re-order the Progress item
    • Progress Tab - Added new search, sort and filter options to the top of the window including an Advanced tab with additional options such as status filtering
    • Progress Tab - Added options for duplicating progress items
    • Progress - Reports - Add/edit progress fields to support changed Progress items system
    • WCIQ Messages - Fixed an issue where in limited circumstances, when clicking Send Back, the message window would appear behind other windows.
    • Windows Notifications - A user option has been added to the Inbox for a Windows notification to appear for new Portal Messages being received (works with the Windows 10 notification system)
    • Windows Notifications - A user option has been added to the Inbox for a Windows notification to appear for new WCIQs being received (works with the Windows 10 notification system)
    • Windows Notifications - A user option has been added to the Inbox for a Windows notification to appear for new Documents being received via the Portal
    • Windows Notifications - A user option has been added to the Inbox for a Windows notification to appear for new items of any kind being received in to the Inbox
  • Preferences
    • Changed the tab order in preferences to be alphabetical
    • Firm Tab - Added the ability to set a firm email address
    • eLodge Permissions - Added the ability to add a logon for Engineers Australia
    • Email Capture Settings - Details have been added to show the order/priority in which the capture process works its way through the various parameters by which it tries to perform a match.
    • Files Preferences - Add an option to automatically include the Stream in the matter description
    • Fixed an error received when trying to change positions if the firm address was recorded as a null
    • General Ledger Codes tab - Add a button to set the GL codes to the default.
    • Open File - Remove the global default secondary filter preference (replaced by the user preference)
    • Report Permissions - A User Level permission control has been added to report permissions that allows someone with admin level privileges to quickly set the security level of a user when accessing reports.
    • User Permissions - Add an option to allow a user to change the Primary Applicant (previously this could only be done by the administrator)
    • User Permissions - Added the ability to set an overall user security level. The different levels will automatically tick/untick various permissions.
    • User Permissions - Added users permissions to edit standard directories and matter status items.
    • Webleads - Added the ability to set a url to redirect to after someone has submitted a weblead
    • Webleads - When setting a url for the webleads to redirect to after submission, the system will prompt you to ensure that you have entered a http or https at the beginning
  • Reports
    • Accounts Reports - Changed the Matter dropdowns on all reports to allow you to type and search.
    • Accounts Reports - Added a Combined Ledger report which provides details for each matter of the total deposits, withdrawals and balances for both the Office and Client/Trust Account. Clicking on the preview report option will then provide a detailed breakdown for the individual matter of each of the transactions which have resulted in the total.
    • Accounts Reports - Aged Debtors report changed to a dynamic report that allows the user to view individual invoices
    • Accounts Reports - Fixed an issue with the WIP Report which resulted in a deleted time entry showing as still being work in progress.
    • Accounts Reports - Speed improvements made to the generation of the Trust Trial Balance Report
    • Accounts Reports - Added a Firm Performance (FYTD) report that provides an overview of number of new prospects, new/total matters, billings, debtors, client/trust funds etc for each month
    • Accounts Reports - Added a Fee Earner Billing Target Report
    • Accounts Reports - Billing Receipts by Matter Report - Added an option to include/exclude tax from the results
    • Accounts Reports - Added a Client/Trust to Office Transfer Summary report
    • Accounts Reports - Added a Client/Trust to Office Transfer Detailed history
    • Export to Excel - Added a retry open event for dealing with situations where the folder storage system may not have yet registered the existence of the generated file.
    • Trust Statement Report - A column has been added to show the date a statement was last sent for the matter.
    • User Defined Report - Intended Study fields are now visible under User-defined reports.
    • User Defined Reports - Added a category and report fields for Travel History
    • User Defined Reports - Added a report field for Visa Grant Number
  • Schedules
    • Custom Merge field - UI change to match other schedules
    • Edit Client Status Items - change to be called 'Matter Status Items' and UI updated
    • Edit Referral Source Entries - change to be called 'Referral Sources' and UI updated
    • Standard Directories - UI updated with a menu option for Detect/Fix directories added
    • Edit Users - Added Default Hourly rate to the main page of the Edit User window
    • Edit Users - The edit users window now has tabs for editing preferences, permissions (only visible if you have permission to edit these), reports permissions and elodge permissions
    • Matter Statuses - Added File Closed, File Closed - To Be Archived and File Closed - Archived as system matter status items.
    • Matter Statuses - When editing a matter status in the schedule, these changes will be applied to all matters that currently have this status.
    • Matter Types - Added an option for 482 Subsequent Entrant
    • Matter Types - Added additional streams for the Subclass 600 visa
    • Matter Types  - Completely overhauled the matter type creator interface to give users the ability to create new matter categories, types and streams.
    • Matter Types - The Matter Type creator has been changed to a three column schedule that allows users to create new matter categories, types and streams.
    • Matter Types - Changed the wording of the Visa Subclass category to now read "Visa Application"
    • Matter Types - Added matter types for 191, 491 and 494
    • Menu - The schedules menu has been put into alphabetical order
    • Progress Groups - Modified the UI of the Progress Groups window to improve the UX and standardise with other schedules windows
    • Progress Lists - Added a Bulk Edit option that allows the user to edit a progress item across multiple progress lists
    • Progress Lists - Added the ability to retire a progress list. Retiring a list hides it from view but does not delete it.
    • Progress Lists - Retire a number of unused Progress Item templates for visa types which have not been active for awhile
    • Progress Lists - Added a Favourite category.
    • Referral Sources - When updating the referral source schedule, if you edit an existing item you will be prompted to update these details across all matters on which it has been used.
    • Streams - Fixed a spelling mistake with the 188 Entrepreneur stream
    • Users - Added a schedule under Users for Position types. This is used for creating positions within the firm which can be assigned to users
    • User Transfers - Removed the Administrator as an option for who matters can be transferred to
    • Users - Added access level settings to the Users edit window for Permissions and Reports. Note that this will only be accessible to those who have permission to edit users.
    • Users - Consolidate the various buttons under a More button
    • Visas - Modified the UI of the Visa Type window. Note also that Visas and Matters have now been completely separated in the Database
    • Visas - Changed the wording of the Subclass 500 to remove the word Visa at the end.
    • Visas - Add visa options for 191, 491, 494
  • Tasks/Snapshot
    • File Notes tab - added new sorting and search options. The date filters have been moved under the Advanced button.
    • Snapshot - Additional options added to the date selector on Snapshot
    • Snapshot - Added an option to the team filter for Unassigned which will show the number of items which don't have someone assigned as being responsible
    • Snapshot - the old snapshot view has now been decommissioned. All users have been converted to using the simple snapshot.
    • Tasks - filter and search options on Inbox, Progress Items, File Notes and Expiries has been changed to unify the UI and UX across all of the tabs
  • Tools
    • Archive - Added a function under the Tools menu to allow authorised users to archive and unarchive matters. The archive function moves the matter folder out of the Clients folder and in to Z-Archive.
    • Archiving - If the portal has not been closed for a matter before archiving it will be closed when archiving is commenced.
    • Firm and User Setup Guides - Added these tools to help new users of Migration Manager quickly access the key parts of the program setup.
    • Matter Management - Added a menu option for Matter Management and added an option for Delete and moved the Change Matter ID under this option
    • Tool Menu - has been changed to alphabetical order so it is easier for users to find what they are looking for
  • Webleads
    • Fixed an error received if you attempted to select and delete multiple webleads at the one time.
    • Modified the UI/UX of webleads to make it possible to view all of the tabs/fields of a weblead in one screen by clicking on the top most heading on the navigation panel.
  • Other
    • Administrator Tool - Add options for User Permissions and Report Permissions
    • Administrator Warnings - if you log in as Administrator, if you attempt to perform an action that should be done by a regular user, the system will prompt you to login as a normal user.
    • Firm Name is now displayed at the top of Migration Manager
    • Fixed an issue which was causing Migration Manager to show an out of memory error when changing tabs.
    • Help Menu - Added an option to download a Migration Manager installer for installing the program on to other computers
    • Log a Support Call - A Yes/No slider has been added to the log a support call window to grant permission to access data.
    • Log a Support Call - Fixed an issue where missing user information prevented the support window from opening.
    • Log a Support Call - improved handling of attachments which might already be open on the users system.
    • Logon Speed Improvements - changes have been made to significantly speed up the time in which Migration Manager becomes operational after the splash screen has disappeared.
    • Matter Deletion - Fixed an issue where it was not possible to delete a file with a deposit request.
    • Open Window - Added an Advanced button that gives the user the ability to control filters and perform date range searches
    • Open Window - Moved the show closed files option in to the Advanced pop up
    • Open Window - Moved the date options from the secondary dropdown filter to the advanced pop up and added the ability to search by date ranges
    • Open window - Fixed an issue where the passport details being displayed could be a secondary applicant if their passport was the most recent issued
    • Open Window - the default secondary search filter has now been made a user option.
    • Open Window - added a user options button to the top right where the user can set their default opening window properties such as default secondary search filter
    • Open window - We have removed the Advanced Search tab and added the remaining functionality to the Quick Search tab (renamed to Matters).
    • Open window - Added a Delete Matter option to the Quick Search tab (renamed Matters). The Delete option now requires that the user confirm that deletion is to occur by typing the word DELETE
    • Settings - A Test Connection button has been added to the settings window. Changes to the DB connection require a test to be successfully completed.

8.8.0.7

  • Accounts
    • Reports - Fixed an issue where some of the filter options for the Pre-Billing Report were not showing
    • System Preferences - Trust Accounting: A system preference has been added to enable/disable a requirement that Client/Trust transfers and payments have the authorised person recorded (this is a requirement in some jurisdictions in Australia so please check your local laws) 
    • System Preferences - Trust Accounting: Added a system preferences that the Approved By person automatically defaults to the person generating the Trust/Client Transfer or Payment
    • User Permissions - A permission has been added to restrict/enable a user to perform Client/Trust transfers and payments. 
  • Snapshot/Tasks
    • Snapshot - Modified the functionality of the snapshot window to change the 90-day button to now present the user with a date selection tool.

8.8.0.6

  • Accounts
    • Accounts Search - Fixed an issue where refunds were not showing in the search results.
    • Deposit Requests - Fixed an issue where manually setting a fixed surcharge amount on a disbursement prevented the deposit request from being saved.
    • Deposit Request - Fixed an issue which happens when the fixed surcharge is N/A and the percentage surcharge is a number.
    • Receipts - Fixed an error received when converting a deposit request in to a receipt if the deposit request was to a third party.
    • Receipts - Fixed an issue where a receipt could not be generated from a deposit request if the request contained a discount line.
    • Reports - Trust Payment Cashbook and Ledger Reports will now also show the bank transaction number.
    • Reports - Modified the filter labels for Trust Trial Balance to make it clearer that All Matters relates to all matters with a balance or transaction.
    • Time Sheet - Fix an error received if the tax code had not been correctly set for agent fees. A warning will now be displayed.
    • Trust to Office Transfer - The authorised by field is now a dropdown box which also lets you type a name of someone who is not a listed user.
    • Trust to Office Transfer - Fixed an issue where it was not possible to right click and copy a cell value in a Trust to Office transfer.
  • Other
    • Batch Import - Fixed an error that arises if passport dates are not included in the import.
    • Schedules - Family Sponsorship has been added as a Sponsorship matter type.

8.8.0.5

  • Accounts
    • Accounts Search - Fixed an issue where refunds were not showing in the search results
    • Bank Deposits - Fixed an issue where clicking View Bank Deposits was not limiting any results in the search window to just bank deposits
    • Bank Reconciliation - Added the ability to add payment adjustments for receipt lines
    • Bank Reconciliation - Added the ability to add receipt adjustments for payment lines
    • Client to Office Transfers - Modified the behaviour of this window to remove the option to delete a row.
    • Deposit Request - Fixed an error received if you attempted to save a deposit request whilst still editing a line item
    • Fee Earner Performance Report - modified the Fee Earner Performance Report to include a filter to select between time entries only or all professional fees
    • Invoices - Fixed an issue where adding a multiline disbursement via the Add button on the invoice was not displaying all line items
    • Invoices  - Added options under the Accounts tab in Preferences for Invoices to include Billed By and Supplied By information on Invoices
    • Invoices - Will now display Billed By and Supplied By in the description field if enabled in the Accounts Preferences
    • Invoices - Added the ability to edit items that have been added to an invoice form within the invoice window. Previously you had to remove an item from an invoice in order to edit it. Note that this only works for Fees and Costs and the option to edit will be via a right click menu option. Disbursements can not be edited.
    • Preferences - For Trust Accounting purposes, the preferences have been changed so that in order to untick "Enforce Trust Account Requirements" it will be necessary to contact the support team. Changes to this setting will appear in the Trust Audit and System log reports.
    • Receipts - Fixed an issue where printing a receipt would show a credit card surcharge added twice in certain circumstances.
    • Reports - Change the names of the controlled money reports from Controlled Money Details to Controlled Money Movements and from Controlled Money Register to Controlled Money Summary.
    • Reports - Controlled Money Movement report added to End of Month Procedure
    • Trust Transactions - Modified so that when creating a client receipt, client payment, client refund, or client to office transfer if the transaction date is in the future, it will now give a warning.
    • Trust Transactions - Modified so that when creating a client receipt, client payment, client refund, client journal transfer or client to office transfer , if the transaction date is in a period for which a bank reconciliation has been done for the selected bank account, it will now give a warning.
    • Trust Transactions - Changed so that if you have "Enforce trust account requirements" ticked, you must now enter the "Approved By" person for trust payments, trust to office transfers and trust refunds.
    • Trust - Fixed an issue where it was not possible for a user to enter a statutory deposit amount without having permission to overdraw
    • Trust Statements - Fixed an issue with the alignment of the bank details
  • Client Details
    • Cover Page - Added additional error logging for a small number of users who experience an error entering data on the cover page.
    • Family Sponsor - Fixed an error received if you clicked select contact on a family sponsor cover page
    • Nominations - Changed the notification message which appears if you try and delete or modify a nomination link whilst logged in as Administrator. The message will now direct you to modify an appropriate user settings and then log in as a normal (non-admin) user to perform the task. Functions such as changing a nomination can now be performed by authorised users and will no longer require the administrator login.
    • Particulars Tab - Fixed an error received if the birth town was set to a null value
    • Schedules - Added 482 Global Talent streams to matter lists
    • Streams - Added additional streams to the Subclass 103 and 143 visa types for Retirement and Investment streams
    • Witness Details - number of years known now allows a string value (words) instead of just integer values.
  • Documents and Templates
    • Documents Tab - Fixed an error received if the file name of a document contained more than 200 characters
    • Letter Merge - Added a dropdown to let users save merges to any folder within the matter.
    • Reconcile - Fixed an error received if a documents received date was showing as a Null
    • Reconcile - Fixed an issue where a document called Messages would create problems for the reconcile
    • Reconcile - fixed an issue where folders being in lowercase caused an error
    • Reconcile - Fixed an issue where non-capitalised system folder names could cause an error with the reconcile
  • Emails
    • Email Capture - Added a user setting to enable double pass capture. This function makes the email capture do a second check that emails have in fact been captured. This ensures that if Outlook takes a long time to complete its sync with its server that emails which take longer than normal to appear in Outlook are still captured if syncing hasn't completed before email capture has begun is run.
    • Email Capture - Fixed an issue where manually captured emails where being de-duplicated even if Skip email already captured was not ticked.
    • Email Capture - Fixed an issue where the 'Auto assign office for new files' option was not registering when converting an email to a matter.
    • Email Capture Settings - Fixed an issue where the user choice about using multiple machines was not saving in a small number of cases.
    • Preferred Email field - modified the email field to prevent the use of carriage returns
  • File Notes
    • Fixed an issue where non-English windows can cause an error
    • Fixed an issue where in a specific scenario the reminder window was not hidden behind another window making it appear that MM has frozen.
  • Portal and Progress Items
    • Document Inbox - The ability to reject an item is disabled if the Progress Item has already been deleted.
    • Portal - Fixed an issue where the portal URL was not appearing correctly in notification emails if the template was edited.
    • Portal User Permissions - Added in a user permission to disable automatic downloads from the portal by a user. Note that this setting only stops this user from being the one who automatically downloads items from the portal - useful if they are located on a slow connection that is having problems syncing. These users can still perform a manual download from the Portal.
    • Portal Window - Fixed an issue where white space after an email address cause the window to not display correctly
    • Portal Messages - Fixed an issue where you could not delete a web questionnaire message that failed to upload
  • Preferences
    • Preferences - Fixed an issue where the surcharge controls were not visible on some screen dimensions
    • User Permissions - Added a user permission to restrict access to the Browse button.
  • Reports
    • Export to Excel - Added a retry open event for dealing with situations where the folder storage system may not have yet registered the existence of the generated file.
  • Other
    • Active Client Photo - Added a function to easily crop, edit and add an active client image. To easily add an active client image, drag and drop a photo you want to use on to the Documents tab. Then right click the image and choose Set as Active Matter Image. You will then be given an opportunity to edit/crop the image. The cropping dimensions are automatically set to the required ratio.
    • Admin - Upon loging in as administrator the admin will no longer be presented with a snapshot but instead will see an Administrator Functions shortcut window. This is part of our phasing out of the Administrator role for all non-settings/security processes.
    • Backup Downloads - Fixed an issue where backing up a large cloud DB to a local device was timing out and causing an error message to appear
    • Backup Notifier - Fixed an issue where clicking yes to the backup notifier did not display the backup screen
    • Log a Support Call - modified the behaviour of the log a support call system so that if it is unable to generate and save the system report it should still enable the user to log the request instead of freezing.

8.8.0.4

  • Accounts
    • Deposit Requests - Fixed an error received if editing a fixed surcharge value
  • Client Detail
    • Family Sponsor tab - Fixed an error message received when changing the family sponsor's marital status
    • Fixed an issue where trying to change the primary applicant gave an error.
    • Visa Decisions - Fixed an issue on the record a decision screen that resulted in an error if you ticked to set a progress item at the same time as recording the decision.
  • Documents and Templates
    • Letter Merge - Remove merge field for pre-2011 points
  • Emails
    • Email Capture - Fixed an issue where user defined webleads where not being matched to LEAD
  • Forms and eLodge
    • Forms -  Modifed the merging of the Form 888 to allow you to merge for different witnesses. To do this, you will need to set a person as a witness on the relations tab, or on the merge window tick the box "Show all persons on file" to enable you to select anyone.
  • Portal
    • Portal Email - Fixed an error received by some users when trying to generate a portal notification email with an attachment
  • Other
    • Scanning - Fixed an error received when trying to perform a scan using Migration Manager
    • Schedules - Added the Subclass 870 Visa to the matters and matters fees schedules

8.8.0.3

  • IMPORTANT - This update requires that you have at least .net framework 4.7.0 installed
  • Accounts
    • Accounts Documents - Fixed an issue where accounts documents were merging and showing a file location in the footer contrary to a merge setting to exclude the file location.
    • BAS Report (Cash) - added a separate line for handling refunds of credits held on the operating account
    • Deposit Request - Modify the deposit request to allow the entering of negative numbers for use as a discount.
    • Deposit Requests - A due date field has been added to the Deposit Request.
    • Deposit Requests - Add a Qty column to the deposit request template
    • Deposit Requests - Added a button onto the deposit request window that allows the user the ability to convert a deposit request into a receipt. The receipt will be populated with the information from the deposit request.
    • Export to Xero - relabel the status "Hold" to now read as "Excluded".
    • Invoice - Fixed a resizing issue
    • Invoices - Fixed an issue where deleting a client leaves the default billable person set
    • Preferences - Added the ability to add additional dept payment and surcharge options
    • Preferences - Added an option to set the default Deposit Request Due Date
    • Preferences - Payments Options - Added the ability to add additional payment options and surcharges
    • Preferences - Surcharges can now include both a fixed $ amount and a percentage
    • Protected Funds - Fixed an issue where protected funds didn't allow cents.
    • Reports - For user defined reports added additional report fields for  UnInvoicedFees, UninvoicedCostsAndDisb, UnInvoicedTotal, DraftInvoicedTotal, InvoicedTotal, TotalUnpaid and CreditBalance
    • Schedules - Matter Fees. Added the ability to set the default tax status of the blocks of fees on a per matter basis.
  • Client Detail
    • Applicant Particulars tab - standardised the options for separated marital status in to one option.
    • Character - Added a date field for each of the character options.
    • Client Detail - Changing a family sponsor no longer requires an administrator password. A user permission now exists to enable this functionality.
    • Client Detail - Email icons updated
    • Client Detail - Fixed an issue where setting a restriction of a user to only files for their own office resulted in no details showing on the matter.
    • Matter Types - Added Pacific Labour Scheme as a stream to the 403 matter type
    • Nomination Changes - No longer require an Administrator password. A user permission now exists to control this functionality.
    • Progress Items - Fixed an issue where ticking My Tasks only in the tab created an error
    • Proposed Travel Tab - Fixed an issue where adding a new row would copy some of the data from the row above.
    • Relations - Added an option of 'Other' for relationship ceased dropdown options.
    • Relations Tab - Added a tab and questions for recording details about the relationship such as financial aspects, nature of the household etc.
    • Relations Tab - Added export to Excel and export to text file options to the new relationship details tab.
    • Relations Tab - Added fields for "Are you and your Spouse/Partner related by blood, marriage or adoption?", "Details" and "Celebrant Officiant name"
    • Relations tab - Fixed an error received when rapidly changing rows.
    • Relations Tab - Fixed an issue where the relationship sub type could differ to the marital relationship
    • Sponsorship Changes - An administrator password is no longer required to change family and business sponsorships. A user permission has been added in preferences that controls this functionality. When attempting to change a sponsor the user will now receive a notification advising them to check their user permissions if they don't have permission to perform the change.
    • Visits to Australia - A legal status field has been added.
  • Documents and Templates
    • Documents Tab - Added a right click menu option that gives the ability to reject a portal document from the Documents tab
    • Documents Tab - Fixed an error received if the file name of a document contained more than 200 characters
    • Documents Tab - Fixed an issue where document reconcile was not detecting certain documents.
    • Letter Merge - Added additional error reporting for those who get an Active X error.
    • Letter Merge - Fixed an issue where old versions of templates appeared in a keywords search.
  • Emails
    • Email To - If an Email to SMS gateway has been set, mobile phone numbers will appear in the Email To window with the Email to SMS gateway appended
    • Preferences - Added an Email tab in Preferences where you can set an Email to SMS gateway
  • Forms and Elodge
    • eLodge - 188 Visa Application is now available for use with eLodge
    • eLodge - VETASSESS Trade Occupations is now available for use with eLodge
    • Form Filling - Fixed an issue where nomination date details where filling 1/1/1900 if the date field was blank.
    • VEVO Search - After you have completed a VEVO search from within a matter, it will present you with an option to save the visa details to the applicants visas tab
    • VEVO Search - Fixed an issue where the cancel button did not abort a VEVO search
  • PDF Questionnaires
    • CIQ Import - Change the error message received if a PDF Questionnaire has been edited and corrupted by a non-approved pdf reader
  • Portal and Progress Items
    • Messaging - Fixed an issue where opening a merged PDF Form which had been sent in a message gave an error.
    • Portal - Portal downloads have been modified to only occur for non-administrator users.
    • Portal History - the Portal History report now shows a record of the uploading of a merged questionnaire.
    • Portal Message - cosmetic changes to the message window
    • Portal Preferences - the default number of days for deletion from the server of documents uploaded by a client has been increased from 1 to 7.
    • Progress Tab - Fixed an issue where deleting a progress item linked to a WCIQ gave an unhandled exception
  • Preferences
    • Portal Preferences - The Portal Emails and Portal Emails 2 tabs have now been separated into two separate tabs each and all of the emails have been converted to HTML format.
    • Portal Preferences - New default options have been added for Portal emails to cater for the change to HTML format.
    • Portal Preferences - It is now possible to set default attachments for Portal emails that will be attached when generating a Portal related email in Migration Manager.
    • Report Permissions - A filter dropdown and search field have been added to assist in the finding of particular permissions.
    • Schedules - Custom merge fields for templates has been moved from preferences to a Schedule option.
    • User Permissions - A filter dropdown and search field have been added to assist in the finding of particular permissions.
    • User Preferences - A filter dropdown and search field have been added to assist in the finding of particular preferences.
    • User Preferences - Added a filter and search box to the User Preferences tab.
  • Reports
    • Systems Report - Added a VEVO History Report
    • Reports - A 'Created By' report field has been added under the RMA section
    • Reports - Exporting a report to Excel will now save by default as an xlsx format
    • Reports - the SkillSelectLastUpdated has been removed from reports as it is no longer used.
    • Trust Statements Reports - Significant changes have been made to the way in which the Trust Statements Reports are run to give the user the ability to generate individual reports per client and then have the ability to save, email or send by portal to the client.
  • Snapshot and Tasks
    • Document Inbox User Options - Added a reminder that changes to user options won't take effect until Task Inbox has been closed and re-opened.
    • Inbox - Expanding the screen size will now result in the subject lines for emails and documents also expanding.
    • Inbox - Fixed an error that was received if all items were removed from the Inbox
    • Progress Inbox - Modified the grid to give additional functionality to work with attached documents such as portal options.
    • Snapshot - Fixed an issue where the tool tip for expiries was not showing the number of required departure dates included in the total
    • Snapshot - Using the Team option on snapshot now lets you view the document inbox of all users.
  • Web Questionnaires
    • WCIQ - Added an option to select a Partner Visa Questionnaire
    • WCIQ - Added an option to select an ENS/RSMS Visa Questionnaire
    • WCIQ - Added a demo option for Partner Visa WCIQ
    • WCIQ Export - Modified the behaviour of the export to allow the changing of tabs in the matter whilst the export window is open
    • WCIQ Import - Added a tick box option on the import form to perform a backup at the time of import.
  • Webleads
    • Webleads - Added the ability to select or create a new family sponsor at the time of import
    • Webleads - Fixed an error where processing a large number of webleads was resulting in an out of memory exception
  • Other
    • Document Search - the grid now expands if the window is expanded.
    • Log a Support Call - Added a check for a valid email address to ensure that support requests are logged correctly
    • Log a Support Call - Fixed an issue where trying to log a support call would timeout
    • Other - The settings XML has now been converted to a DLL.
    • Other minor fixes and improvements

Pre 8.8.0.3

For details on the update history prior to version 8.8.0.3 please see: Released Update History - Migration Manager (Pre version 8803)